Process Summary

Both in Zuora and Zuora Quotes, create any custom field you want to use in filters for Guided Selling Steps configuration. The filters are described below in this article.

Custom fields on the Product and Product Rate Plan objects for the Product Catalog Filter

Custom fields on the Product, Product Rate Plan, and Product Rate Plan Charge objects for the End User Product Filters

Product Grouping Field on the Product object

Mapping Field on the Product object for the Context Filter

If there is a custom field, and the name of this custom field is as the same as system platform embedded, then Guided Product Selector would not work. So, custom field name can not be as the same as system platform embedded. For example below:

When you create a custom field, do not use the same name as any Zuora object fields. If you use such duplicate custom field names in Guided Selling filters, Guided Product Selector will not work correctly.

See Allowed Records Plugin Example for an example of using the Allowed Records Plugin to conditionally control the product rate plans displayed in the Guided Product Selectors.

Manage Guided Product Selector Flows

To create a Guided Selling Flow:

Click the Zuora Config tab.

Click Guided Product Selectors.

On the Guided Product Selectors page, click Add Flow.

Specify the name of the flow.

Click Include In Product Selector if you want this flow displayed in all the Guided Product Selectors regardless of Quote types.This Guided Selling Flow will show up as an available option in the Guided Product Selector if the flow contains at least one Guided Selling Step.

Click Save.

To edit a Guided Selling Flow:

Click the Zuora Config tab.

Click Guided Product Selectors.

On the Guided Product Selectors page, click Edit next to the flow you want to update.

You can edit the flow name and whether to include the flow in the Guided Product Selector.

Click Save.

To delete a Guided Selling Flow:

Click the Zuora Config tab.

Click Guided Product Selectors.

On the Guided Product Selectors page, click Delete next to the flow you want to delete.

Manage Guided Product Selector Steps

After you add a Guided Selling Flow, you can add existing Guided Selling Steps to the flow or create new steps for the flow.

To add an existing Guided Selling Step to a Guided Selling Flow:

Click the Zuora Config tab.

Click Guided Product Selectors.

On the Guided Product Selectors page, click + to expand the flow to which you want to add a step.

Click Add Step.

From the Available Steps list, click the steps you want to add to the flow and click Select. When you edit a step, the step is updated in all the flows that contain the step. For example, if you change the Step Title, the updated title will appear in all the flows that include the step.

To delete a Guided Selling Step from a Guided Selling Flow:

Click the Zuora Config tab.

Click Guided Product Selectors.

On the Guided Product Selectors page, click + to expand the flow from which you want to delete a step.

Click Delete for the step you want to delete.

Click OK to delete the step only from the flow.

Click Delete to delete the step from all flows, and the step will no longer be available. This also deletes the QuickList and QuickFilter components associated with this step.

To create a new Guided Selling Step or edit an existing Guided Selling Step:

Click the Zuora Config tab.

Click Guided Product Selectors.

On the Guided Product Selectors page, click + to expand the flow that contains the step.

Click Edit next to the step to edit.

Click CreateStep to create a new step for the flow. A Guided Selling Step can be added to multiple flows, but can only be added to a particular flow once.

On the Add/Edit Step page, specify the fields in the following sections:

Basic Information

In the Basic Information section on the Add/Edit Step page, specify the following information for the Guided Selling Step you are configuring:

Guided Selling Step Name: The Step Name must be unique and should only contain letters or numbers without spaces.

StepTitle: This value will display in Guided Product Selector.

Flows: This is a read-only field that contains a comma-separated list of Guided Selling Flows that include this step.

Products Offered

In the Products Offered section on the Add/Edit Step page, specify the following information to configure search, filters, and product category for the Guided Selling Step.

Filter Product Catalog: Configure the filter for Product Rate Plans to be included in this Guided Selling Step:

Click Entire Product Catalog to show all the products and rate plans in the product catalog.

Click Filtered Product Catalog to create and apply a filter.

Click Create New Filters to create or edit the filter to apply. A filter on the Product Rate Plan object is created if it does not exist, or the existing filter opens for edit.

After saving the filter, click Back to Configuration Settings to return to the Add/Edit Step page.

Include Search Box: Click to include a search box. Users can search Products and Product Rate Plans. This setting is not used in the Lightning Guided Product Selector. The search field is always included in the Lightning Guided Product Selector.

Include End User Product Filters: Click to include a filter box in the Guided Product Selector. You can filter on the fields on the Products, Product Rate Plans, and Product Rate Plan Charge objects.

Click Object and select the object to filter on.

Click Field and select the field. Fields of type Picklist, Multi-select Picklist, or Checkbox are available.

Click +Add to add another filter.

Include Product Category Navigation: Click to include a navigation menu in the Guided Product Selector.

Specify the header text in the Navigation Header Text field to be displayed with the navigation.

Click Product Grouping Field and select the field for product category navigation. The products will be grouped by this field for the left hand panel navigation menu. The fields on the Product object with Picklist type are available in this field.

This setting is not used in the Lightning Guided Product Selector. The Category Navigation is not available in the Lightning Guided Product Selector.

The following image shows a sample Guided Selling Step with the Search Box and Product Category Navigation:

Product Relationships

In the Product Relationships section, you set the context of determining which products to show in the this Guided Selling Step. A context filter controls which products are shown in this step based on what was selected in the previous steps or in the current quote. For example, if you set the Mapping Field to a custom field, CountryAvailable, and select a product available in France in step 1, then in step 2, only the products with their CountryAvailable field set to France will appear.

Include Context Filters: Clickto use a context filter in this step.

Mapping Field Name: Click and select a field on the Product object to map. The fields of the Picklist types are available for context filters. The selected field will be used when the products are mapped with the products in the ProductContext, namely, Current Flow or Current Quote. Only the products with the matching values in the product context will be listed in this step.

Product Context:

Click Products Selected in Current Flow to map the products selected in the previous steps. Only the products with the matching MappingField values existing in the previous steps will be listed in this step.

Click Products Selected in Current Quote to map the products already selected in the current quote. Or click this to map the products in the existing subscription of the Amendment Quote. Only the products with the matching MappingField values existing in the current quote (or the subscription in case of an amendment) will be listed in this step.

List Column Configuration

In the List Column Configuration section, you customize which field columns to display in the Product Rate Plan list in the Guided Selling Step.

If you want to use your custom column list, create a field set on the Product Rate Plan or ZFeature object and add the fields you want to display in the Guided Selling Step. Alternatively, you can use a fields set provided out of the box.

Rate Plan Field Set: Click to select the field set that contains the Product Rate Plan fields you want to display in this Guided Selling Step.